Reilly Fisher Solomon
  • Home
  • Our Team
  • Our Services
    • Business Tax Compliance and Consulting
    • Business Valuation Services
    • Individual and Trust Tax
    • Private Client Services
    • Estate Planning
  • Contact
  • Client Portal
  • MAKE PAYMENT

Individual and Trust Tax

Our Practice

Picture
Consistent with our mission to provide the highest quality tax and investment advice to individuals and their closely held businesses, Reilly, Fisher & Solomon stands ready to leverage the collective century of experience of its principals obtained through service at large multinational accounting and tax firms, combined with the personal touch and attention to detail that only a small firm can provide. In today’s rapidly changing environment with a myriad of tax law changes and sunset provisions, personal and trust taxation has never been so complicated and as such the need to seek professional assistance to develop a comprehensive tax and financial plan has never been greater.

Our Services

Our team of tax, investment, estate and retirement advisors work to develop a long term tax strategy based upon your unique circumstances. We conduct a comprehensive examination of the ways you currently earn income, your mix of investments, your retirement plans, and your estate planning goals. With a comprehensive strategy in place, you will have peace of mind knowing that each return is prepared by our tax specialists with partner reviews. In designing a tax plan for you and your family, we help you examine:
  • Charitable planning
  • Stock option planning
  • Utilization of deferred compensation arrangements
  • Income tax planning and compliance at all jurisdictional levels
  • Assistance with tax disputes and controversies

Our Qualifications

Our six shareholders have combined experience of well over 160 years in public accounting, mostly served at large multinational firms. We are, altogether, thirteen CPAs, two CFPs, three Personal Financial Specialists (“PFS”), and two Chartered Financial Analysts. This gives us a strong financial background in assisting any client with their estate planning, financial planning, investment and individual tax needs.
Copyright  © 2016 Reilly Fisher Solomon, All Rights Reserved 
4950 West Kennedy Blvd. Suite 610

​Tampa, FL 33609
  • Home
  • Our Team
  • Our Services
    • Business Tax Compliance and Consulting
    • Business Valuation Services
    • Individual and Trust Tax
    • Private Client Services
    • Estate Planning
  • Contact
  • Client Portal
  • MAKE PAYMENT